AC
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Anthony Cassavechia

13 Years of Experience
Dallas, TX
Broker

Anthony Cassavechia is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Dallas, TX, with 13 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

14951 Dallas Pkwy, Suite 820, Dallas, TX, 75254

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Anthony is a partner at Cassavechia Capital Partners, LTD, managing personal investment assets, and owns Cassavechia Properties LLC, which owns residential real estate. He also serves as a partner and officer for Cassavechia Services, LLC, and works as a financial advisor to RJFS clients at Munn Gray & Associates, spending minimal time on each of these activities.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
April 2013 - Present · 13 yrs 1 mo
Raymond James Financial Services, INC.
March 2013 - Present · 13 yrs 2 mos
Raymond James Financial Services, INC.Broker
March 2013 - Present · 13 yrs 2 mos
State Registrations11 states
CTFLGAILMAMDMINYPATXVA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Anthony Cassavechia - Financial Advisor | TrueAdvisor